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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
401
Freedom Investment Management
Connecticut
$242K -$243K -2,989 -51%
SFWA
402
Summit Financial Wealth Advisors
Louisiana
$240K -$231K -2,841 -50%
OC
403
Oarsman Capital
Wisconsin
$237K -$17.6K -217 -7%
BFA
404
Bragg Financial Advisors
North Carolina
$233K -$5.28K -65 -2%
BFIM
405
Beese Fulmer Investment Management
Ohio
$226K +$219K +2,688 New
SIG
406
Stanford Investment Group
California
$222K – – –
PAM
407
Peak Asset Management
Colorado
$221K +$214K +2,630 New
SSWM
408
Smith Salley Wealth Management
North Carolina
$220K -$12.2K -150 -5%
CB
409
Commerce Bank
Missouri
$219K -$20.7K -255 -9%
SFG
410
SevenBridge Financial Group
Pennsylvania
$219K +$212K +2,613 New
OWD
411
Osborn Williams & Donohoe
Ohio
$218K – – –
CA
412
Capital Advantage
California
$217K – – –
RWA
413
Ropes Wealth Advisors
Massachusetts
$216K +$209K +2,576 New
BSB
414
Bangor Savings Bank
Maine
$213K -$17.1K -210 -8%
FT
415
Fiduciary Trust
Massachusetts
$213K – – –
IWMPD
416
Integrated Wealth Management (Palm Desert)
California
$208K -$5.12K -63 -2%
MA
417
MCF Advisors
Kentucky
$205K – – –
RCWMU
418
Rothschild & Co Wealth Management (UK)
United Kingdom
$204K +$197K +2,425 New
LWM
419
LBA Wealth Management
Florida
$201K -$152K -1,865 -44%
MA
420
MUFG Americas
New York
$174K +$40.6K +500 +32%
EFSCE
421
Enterprise Financial Services Corp (EFSC)
Missouri
$172K – – –
FANJ
422
Financial Architects (New Jersey)
New Jersey
$172K – – –
FNB
423
Farmers National Bank
Kentucky
$159K +$154K +1,900 New
ZB
424
Zions Bancorporation
Utah
$156K – – –
HIIFS
425
Harel Insurance Investments & Financial Services
Israel
$151K – – –
15 16
17
18 19